Most client onboarding processes can be automated which helps to provide an overall smoother experience duing the first interactions with your customers, with less room for errors.
For this use case, let’s assume the trigger is a new client registration which takes place either via your website, a form, or once a new order is placed.
As a next step in your workflow, you can use the customer data to set up an account. Optionally, you could also enrich the customer profile with information from internal and external sources, and check data for accuracy and completeness.
Then, sync the new account information with your ERP or billing systems.
Finally, you can set up an onboarding confirmation notification via the customer’s preferred communications channel.
